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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brian Osner (CRD# 5393333) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Muncie, IN and has over 16 years of experience in the finance industry. Brian Osner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Poling (CRD# 4482239) is an Investment Advisor Representative working at Poling Capital Management, LLC in Yorktown, IN and has over 22 years of experience in the finance industry.
Jordan Rhodes (CRD# 5493990) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 9 years of experience in the finance industry.
Gary Riebsomer (CRD# 5798960) is an Investment Advisor Representative working at Edward Jones in Connersville, IN and has over 13 years of experience in the finance industry.
Larry Ruble (CRD# 710010) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yorktown, IN and has over 39 years of experience in the finance industry.
Erin Sherry (CRD# 6270600) is an Investment Advisor Representative working at Edward Jones in Cambridge City, IN and has over 10 years of experience in the finance industry.
Marion Shore (CRD# 4561429) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has 1 year of experience in the finance industry.
Dana Sizemore (CRD# 5568084) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muncie, IN and has over 13 years of experience in the finance industry.
Lee Snider (CRD# 1360198) is an Investment Advisor Representative working at Cardinal Capital Management, LLC in Muncie, IN and has over 28 years of experience in the finance industry.
Dana Stallings (CRD# 4942231) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 18 years of experience in the finance industry.